April 23rd, 2024

Improved

Improved: Tasks, additional list view option within the 'My tasks' area similar to the Dashboard / My Open Tasks list view.

Following feedback from our users, we have expanded the available views within the tasks areas:

  • My Tasks

  • Client Tasks

  • Case Tasks

  • Plan Tasks

This means that you are now able to view in a task list as well as the Grid (kanban board) view.

There was no ability to see a sub task when you were not assigned to the main task and in this new list view you are able to see these child tasks.

Task Filters - You are now able to filter by ‘Has due date’ and the Filter by overdue is now a list view.

My Tasks View - Within the dashboard overview ‘My Open Tasks’ area there is now the ability to show tasks with due dates or tasks without any due dates using the new icons.

If you have any questions or issues please don’t hesitate to let us know in the usual way.